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portrait of Philip Streng
FINANCIAL ADVISOR

Philip Streng

AAMS™, CRPC™
825 Parchment Dr SE Suite 200, Grand Rapids, MI 49546opens in a new window
CallSend Me a Message

About Philip

Throughout my life, I've experienced a wide range of lessons from a variety of opportunities. When I started a local paper delivery route at age 13, I learned the importance of accountability. When I began working at D&W food stores at age 16, I learned the importance of customer service. When I was responsible for all of my living and college expenses at age 18, I learned the basic fundamentals of finance. These lessons led to an insightful discovery when I invested in my first individual retirement account (IRA) at age 22 and realized the future potential of my meager...

Focus Areas

  • Estate & Legacy Strategies
  • Special Needs Financial Considerations
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Business Retirement Plans
  • Retirement Savings Strategies

Work History

  • Edward JonesFebruary 1996 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Univ of Michigan-Ann ArborBachelors

Personal Interests

  • Spending Time with Family
  • Golfing
  • Mountain Biking
  • Personal Fitness
  • Hiking

Team Members

  • Holly Dickson
    Branch Office Administrator
  • Jess Wiers
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Phone

(616) 957-2139

Fax

(888) 633-6223

Office Address

825 Parchment Dr SE Suite 200
Grand Rapids, MI 49546opens in a new window

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